-44.6%
VG vs SU
+85.3%
-129.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -2.0% |
| 7D | +14.0% | +1.7% | +12.2% | +11.5% |
| 30D | -1.0% | -7.9% | +6.9% | +10.3% |
| 3M | -2.7% | +7.5% | -10.2% | -11.4% |
| 6M | +1.5% | +7.2% | -5.7% | -6.5% |
| YTD | +93.7% | +60.9% | +32.8% | +15.2% |
| 1Y | +68.5% | +63.6% | +4.9% | -1.6% |
| All | -44.6% | +85.3% | -129.9% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling